401(k) Plans

19,275 topics in this forum

1. Short Plan Year

   By Guest ANNEBV, August 31, 2000
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • September 1, 2000

2. Deductible limit when an employer has both a DB and DC plan and at least one participant is covered by both plans

   By Lori Foresz, December 11, 2003
   • 8 replies
   • 1.9k views
   • 
   • Mike Preston
   • December 12, 2003

3. Disqualified plans - frequency

   By Guest AVH@MLS, October 19, 2006
   • 2 replies
   • 1.9k views
   • 
   • namealreadyinuse
   • October 19, 2006

4. Federal Withholding

   By austin3515, July 28, 2007
   • 6 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • July 30, 2007

5. How do you apply true up when match stopped mid year?

   By MarZDoates, June 12, 2014
   • 6 replies
   • 1.9k views
   • 
   • Bird
   • June 15, 2014

6. eligibility for PRN ("as needed") employee

   By M Norton, June 7, 2022   

   • eligibility as needed employee
   • 4 replies
   • 1.9k views
   • 
   • Mr Bagwell
   • June 7, 2022

7. Safe Harbor notices

   By pmacduff, November 15, 2005
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • November 16, 2005

8. Restatement Fees

   By rwhiles, October 22, 2020
   • 9 replies
   • 1.9k views
   • 
   • RatherBeGolfing
   • October 23, 2020

9. 401(k) Plan excluding EE's by Job Title

   By Alex Daisy, November 25, 2014
   • 10 replies
   • 1.9k views
   • 
   • pholosofizer
   • December 1, 2014

10. profit sharing plan investment

    By Gary, July 15, 2010
    • 7 replies
    • 1.9k views
    • 
    • My 2 cents
    • July 16, 2010

11. Prior Year Testing and Compensaiton Def. Change

    By buckaroo, March 19, 2008
    • 9 replies
    • 1.9k views
    • 
    • ak2ary
    • March 25, 2008

12. Mandatory IRA rollover 401(a)31(b)

    By Guest bouncingsoul, May 22, 2008
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • May 22, 2008

13. Self Directed Brokerage Accounts

    By khn, August 1, 2014
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • August 5, 2014

14. Financial hardship exists (safe harbor definition) even if participant

    By Guest hank, June 28, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 22, 2002

15. direct rollover mailed to participant?

    By Peter Gulia, July 14, 2015   

    • rollover
    • 3 replies
    • 1.9k views
    • 
    • Peter Gulia
    • July 14, 2015

16. forfeitability and accrual requirements for matching contributions mad

    By Guest NMpensions, March 2, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 4, 1999

17. Child Support Arrearages From 401k, Deceased Participant

    By cwallace, December 5, 2018
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • December 6, 2018

18. 401k Plan Mergers - Required (??) "grandfathering" of lower

    By Guest Pat2, January 30, 2003
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 31, 2003

19. Uniformity - EACA / QACA

    By Guest ppapdx, November 4, 2013
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 4, 2013

20. Benefits, Rights and Features Issues

    By rlb64, April 3, 2007
    • 2 replies
    • 1.9k views
    • 
    • J Simmons
    • April 4, 2007

21. Rural Cooperatives

    By oldman, June 4, 2013
    • 3 replies
    • 1.9k views
    • 
    • PensionPro
    • June 5, 2013

22. Safe Harbor 401(k) with New Comparability feature

    By Guest EPS2, January 21, 2009
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 21, 2009

23. 402(g) Limits

    By Guest todhen, January 6, 2004
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • January 6, 2004

24. Year 2000 Maximum Deferral Limit

    By Guest Dennis Siko, November 23, 1999
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • November 24, 1999

25. Terminating safe harbor plan

    By Guest Ashley, July 31, 2003
    • 1 reply
    • 1.9k views
    • 
    • ErisaGeek
    • August 1, 2003

26. EACA Permissible Withdrawals

    By BeccaERISA, June 16, 2009
    • 1 reply
    • 1.9k views
    • 
    • Kevin C
    • June 19, 2009

27. Control Group Issues

    By Guest jetfaninmn, May 26, 2005
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • May 26, 2005

28. Simple IRA or 401-k to Regular 401-k

    By KevinMc, July 19, 2014
    • 5 replies
    • 1.9k views
    • 
    • masteff
    • July 21, 2014

29. Forfeiture Allocation

    By Guest djm, August 12, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 17, 2004

30. Schwab "Solo 401(k)"

    By PamR, July 21, 2022
    • 12 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • July 24, 2022

31. 401K Audit Deferred Short Plan Year -Help!

    By 401Kquestions, October 2, 2019
    • 7 replies
    • 1.9k views
    • 
    • Larry Starr
    • October 4, 2019

32. 10-percent tax penalty

    By Guest BTCISP1969, September 12, 2000
    • 3 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • September 15, 2000

33. Control Group for Owner Only Plan

    By Guest Stella P., November 2, 2009
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 2, 2009

34. s-corp and health premium

    By Earl, December 27, 2005
    • 4 replies
    • 1.9k views
    • 
    • GBurns
    • December 28, 2005

35. Plan Loans - Merged Plans - Can Post-Termination Loan Continuation Pro

    By rocknrolls2, November 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • November 7, 2000

36. Forfeitures not used

    By Guest deathbycashcall, January 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • stephen
    • January 10, 2006

37. Small Business - Retirement plan for sole employee?

    By Guest aarondc, July 15, 2005
    • 15 replies
    • 1.9k views
    • 
    • Bird
    • July 18, 2005

38. Solo 401(k) - No intention of utilizing

    By MjInvestments, February 15, 2021
    • 16 replies
    • 1.9k views
    • 
    • Luke Bailey
    • February 18, 2021

39. pooled accounts & quarterly/annual statements

    By TPApril, October 31, 2017
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • November 1, 2017

40. 415 Testing of two plans with differing Limitation years

    By Guest andmik, May 29, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • May 29, 2001

41. 401(k) contribution preceded services

    By tpacpa, September 9, 2014
    • 17 replies
    • 1.9k views
    • 
    • Kevin C
    • September 12, 2014

42. pay period calculation of sh match

    By Guest lap716, April 24, 2009
    • 5 replies
    • 1.9k views
    • 
    • 12AX7
    • April 29, 2009

43. In-Plan Roth Rollover and Withholding

    By Rich L. Mayer, January 10, 2013
    • 4 replies
    • 1.9k views
    • 
    • MoJo
    • January 10, 2013

44. From 401(k) to One Person Plan

    By Guest Twinky, January 29, 2009
    • 11 replies
    • 1.9k views
    • 
    • Guest
    • February 5, 2009

45. Amending Normal Retirement Age in DC Plan (Impact on Vesting)

    By metsfan026, June 15, 2022
    • 7 replies
    • 1.9k views
    • 
    • casey72
    • March 14, 2023

46. Discontinued Contributions

    By John Feldt ERPA CPC QPA, March 24, 2009
    • 5 replies
    • 1.9k views
    • 
    • Kevin C
    • February 5, 2010

47. Why not allow everyone in for elective deferrals?

    By Peter Gulia, February 22, 2021   

    • long-term part-time employee
    • 14 replies
    • 1.9k views
    • 
    • Planit 401k
    • February 26, 2021

48. 5% Owner

    By cammy9, January 14, 2016
    • 6 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 15, 2016

49. Company in severe cash-crunch is considering asking key executives to

    By Guest BA Gates, January 12, 2001
    • 11 replies
    • 1.9k views
    • 
    • Jon Chambers
    • January 16, 2001

50. Incorrect adp refund

    By Santo Gold, May 29, 2008
    • 1 reply
    • 1.9k views
    • 
    • fiona1
    • May 30, 2008